@paro.io/expert-shared-components 1.14.76 → 1.14.77

package/lib/tax-axis/components/documents/DocumentReviewModal.d.ts

@@ -6,8 +6,9 @@ export interface DocumentReviewModalProps {
     documentName: string;
     fileName: string;
     jobId: string;
+    documentType?: string;
     parsedData?: Record<string, unknown> | null;
     onSaveReviewedData?: (fields: Record<string, string>) => Promise<void>;
     onClose: () => void;
 }
-export declare function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, parsedData, onSaveReviewedData, onClose, }: DocumentReviewModalProps): React.JSX.Element;
+export declare function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, documentType: documentTypeProp, parsedData, onSaveReviewedData, onClose, }: DocumentReviewModalProps): React.JSX.Element;

package/lib/tax-axis/components/documents/DocumentReviewModal.js

@@ -138,7 +138,7 @@ function getTotalFieldCount(sections) {
     return sections.reduce((sum, s) => sum + s.fields.length, 0);
 }
 // ── Component ──
-function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, parsedData, onSaveReviewedData, onClose, }) {
+function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, documentType: documentTypeProp, parsedData, onSaveReviewedData, onClose, }) {
     const [loading, setLoading] = (0, react_1.useState)(true);
     const [sections, setSections] = (0, react_1.useState)([]);
     const [saveStatus, setSaveStatus] = (0, react_1.useState)("idle");
@@ -147,7 +147,8 @@ function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId
         var _a;
         if (parsedData && typeof parsedData === "object") {
             const fields = ((_a = parsedData.fields) !== null && _a !== void 0 ? _a : parsedData);
-            const documentType = parsedData.documentType || documentId;
+            // Prefer explicit prop, then parsedData.documentType, never fall back to documentId (UUID)
+            const documentType = documentTypeProp || parsedData.documentType || "";
             setSections(buildSectionsFromCatalog(documentType, fields));
             setLoading(false);
             return;
@@ -158,7 +159,7 @@ function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId
             setLoading(false);
         }, 400);
         return () => clearTimeout(t);
-    }, [documentId, parsedData]);
+    }, [documentId, documentTypeProp, parsedData]);
     const handleFieldChange = (0, react_1.useCallback)((sectionIdx, fieldIdx, newValue) => {
         setSections((prev) => prev.map((sec, si) => si === sectionIdx
             ? Object.assign(Object.assign({}, sec), { fields: sec.fields.map((f, fi) => fi === fieldIdx ? Object.assign(Object.assign({}, f), { value: newValue }) : f) }) : sec));

package/lib/tax-axis/components/documents/TaxAxisDocuments.js

@@ -147,6 +147,7 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
         if (!fetchUploadedDocuments)
             return;
         fetchUploadedDocuments().then((uploaded) => {
+            var _a;
             if (!uploaded.length)
                 return;
             const parsedByType = {};
@@ -171,14 +172,25 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
             }));
             // Populate document ID map in one batch
             setUploadedDocIds((prev) => (Object.assign(Object.assign({}, prev), nextDocIds)));
-            // Populate review modal data
-            for (const doc of uploaded) {
+            // Populate review modal data — sort newest-first so the most recent doc wins
+            // when multiple docs share the same documentType (e.g. two profit_loss years).
+            const uploadedSorted = [...uploaded].sort((a, b) => new Date(String(b.updatedAt || 0)).getTime() - new Date(String(a.updatedAt || 0)).getTime());
+            for (const doc of uploadedSorted) {
                 if (!doc.documentType)
                     continue;
-                if (doc.parsedData)
-                    parsedByType[doc.documentType] = doc.parsedData;
+                // Only store parsedData if it has non-empty fields, and don't overwrite
+                // a richer entry already stored for this documentType.
+                const pData = doc.parsedData;
+                const pFields = pData ? ((_a = pData.fields) !== null && _a !== void 0 ? _a : pData) : null;
+                if (pFields && Object.keys(pFields).filter((k) => k !== '_line_items').length > 0) {
+                    if (!(doc.documentType in parsedByType)) {
+                        parsedByType[doc.documentType] = pData;
+                    }
+                }
                 if (doc.reviewedData && Object.keys(doc.reviewedData).length > 0) {
-                    reviewedByType[doc.documentType] = doc.reviewedData;
+                    if (!(doc.documentType in reviewedByType)) {
+                        reviewedByType[doc.documentType] = doc.reviewedData;
+                    }
                 }
             }
             if (Object.keys(parsedByType).length > 0)
@@ -416,7 +428,7 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
                     : failedCount > 0
                         ? `Continue (${failedCount} failed)`
                         : "Continue")))),
-        reviewDoc && (react_1.default.createElement(DocumentReviewModal_1.DocumentReviewModal, { documentId: reviewDoc.id, documentName: reviewDoc.name, fileName: reviewDoc.fileName || "", jobId: jobId, parsedData: reviewParsedData, onSaveReviewedData: onSaveReviewedField
+        reviewDoc && (react_1.default.createElement(DocumentReviewModal_1.DocumentReviewModal, { documentId: reviewDoc.id, documentName: reviewDoc.name, fileName: reviewDoc.fileName || "", jobId: jobId, documentType: reviewDoc.documentType || undefined, parsedData: reviewParsedData, onSaveReviewedData: onSaveReviewedField
                 ? (fields) => __awaiter(this, void 0, void 0, function* () {
                     const docId = uploadedDocIds[docs.indexOf(reviewDoc)];
                     if (docId)

package/lib/tax-axis/lib/documentFieldCatalog.js

@@ -39,58 +39,107 @@ exports.DOCUMENT_FIELD_CATALOG = {
         sections: [
             {
                 head: "Revenue",
-                fields: ["total_revenue", "gross_revenue", "cost_of_goods_sold", "gross_profit"],
+                fields: ["total_revenue", "cost_of_goods_sold", "gross_profit"],
             },
             {
                 head: "Operating Expenses",
-                fields: ["total_expenses", "payroll_expense", "rent_expense", "depreciation", "other_expenses"],
+                fields: [
+                    "total_operating_expenses",
+                    "salaries_wages_staff",
+                    "rent_expense",
+                    "depreciation_expense",
+                    "amortization_expense",
+                    "advertising_marketing",
+                    "professional_fees",
+                    "insurance_nonhealth",
+                    "business_meals",
+                    "other_expenses",
+                ],
             },
             {
                 head: "Net Income",
-                fields: ["net_income", "net_margin"],
+                fields: ["net_operating_income", "net_income"],
             },
         ],
         fields: {
             total_revenue: { label: "Total Revenue" },
-            gross_revenue: { label: "Gross Revenue" },
             cost_of_goods_sold: { label: "Cost of Goods Sold (COGS)" },
             gross_profit: { label: "Gross Profit" },
-            total_expenses: { label: "Total Operating Expenses" },
-            payroll_expense: { label: "Payroll & Compensation" },
+            total_operating_expenses: { label: "Total Operating Expenses" },
+            salaries_wages_staff: { label: "Salaries & Wages" },
             rent_expense: { label: "Rent / Lease" },
-            depreciation: { label: "Depreciation & Amortization" },
+            depreciation_expense: { label: "Depreciation" },
+            amortization_expense: { label: "Amortization" },
+            advertising_marketing: { label: "Advertising & Marketing" },
+            professional_fees: { label: "Professional Fees" },
+            insurance_nonhealth: { label: "Insurance" },
+            business_meals: { label: "Meals & Entertainment" },
             other_expenses: { label: "Other Expenses" },
+            net_operating_income: { label: "Net Operating Income" },
             net_income: { label: "Net Income" },
-            net_margin: { label: "Net Profit Margin" },
         },
     },
     balance_sheet: {
         sections: [
             {
                 head: "Assets",
-                fields: ["total_assets", "current_assets", "cash", "accounts_receivable", "fixed_assets"],
+                fields: [
+                    "total_current_assets",
+                    "total_assets",
+                    "cash_and_equivalents",
+                    "accounts_receivable",
+                    "inventory",
+                    "prepaid_expenses",
+                    "property_equipment_net",
+                    "accumulated_depreciation",
+                ],
             },
             {
                 head: "Liabilities",
-                fields: ["total_liabilities", "current_liabilities", "accounts_payable", "long_term_debt"],
+                fields: [
+                    "total_current_liabilities",
+                    "total_liabilities",
+                    "accounts_payable",
+                    "accrued_liabilities",
+                    "deferred_revenue",
+                    "short_term_debt",
+                    "long_term_debt",
+                    "total_liabilities_and_equity",
+                ],
             },
             {
                 head: "Equity",
-                fields: ["total_equity", "retained_earnings"],
+                fields: [
+                    "total_equity",
+                    "retained_earnings",
+                    "owners_equity",
+                    "common_stock_par_value",
+                    "additional_paid_in_capital",
+                ],
             },
         ],
         fields: {
+            total_current_assets: { label: "Total Current Assets" },
             total_assets: { label: "Total Assets" },
-            current_assets: { label: "Current Assets" },
-            cash: { label: "Cash & Equivalents" },
+            cash_and_equivalents: { label: "Cash & Equivalents" },
             accounts_receivable: { label: "Accounts Receivable" },
-            fixed_assets: { label: "Fixed Assets (Net)" },
+            inventory: { label: "Inventory" },
+            prepaid_expenses: { label: "Prepaid Expenses" },
+            property_equipment_net: { label: "Fixed Assets (Net)" },
+            accumulated_depreciation: { label: "Accumulated Depreciation" },
+            total_current_liabilities: { label: "Total Current Liabilities" },
             total_liabilities: { label: "Total Liabilities" },
-            current_liabilities: { label: "Current Liabilities" },
             accounts_payable: { label: "Accounts Payable" },
+            accrued_liabilities: { label: "Accrued Liabilities" },
+            deferred_revenue: { label: "Deferred Revenue" },
+            short_term_debt: { label: "Short-Term Debt" },
             long_term_debt: { label: "Long-Term Debt" },
+            total_liabilities_and_equity: { label: "Total Liabilities & Equity" },
             total_equity: { label: "Total Equity" },
             retained_earnings: { label: "Retained Earnings" },
+            owners_equity: { label: "Owner's Equity" },
+            common_stock_par_value: { label: "Common Stock" },
+            additional_paid_in_capital: { label: "Opening Balance Equity" },
         },
     },
     schedule_k1_s_corp: {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.76",
+  "version": "1.14.77",
   "description": "",
   "main": "lib/index.js",
   "scripts": {